to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Perfect your for Salesforce professional responsibilities with online quote automation course
2702 students
5 hours
Open new horizons for your business by learning how to build effective automated workflows in Salesforce. airSlate Academy is an excellent resource for everyone to master RPA technology skills completely free of charge. Sign up for a Online Quote Process optimization Course for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About online quote process optimization course for Salesforce professional
Our quick-start learning program offers the basics of business process automation and describes how Salesforce specialists can simplify their everyday routine in real examples. After finishing the course, you will be able to automate and boost your Online Quote workflows in approximately 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the steps of the Online Quote workflow developing using the airSlate platform, document generation and pre-populating, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the program?
We developed our Online Quote Process optimization Course for Salesforce Professional to enable them to quickly learn how to transform standard business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get many tips on rationalizing their processes
Why was this program made?
The Online Quote Process optimization Course for Salesforce Professional is made to help you in obtaining no-code automation skills in minimum time and at no cost. Sign up for the airSlate Academy to discover the most state-of-the-art ways of enhancing your business’s productivity.
What does studying involve?
The course includes three main steps:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A complete description of the workflow building and the Bot installation process;
- Practical tasks to consolidate knowledge and boost automation expertise.
Go through all levels to quickly become a qualified expert in automating Salesforce processes.
What will you learn in the Online Quote automation course?
- Generate actionable Online Quote docs pre-filled with Salesforce data
- Set up conditional routing between Salesforce contacts and internal and external recipients
- Create new or update existing Salesforce records based on data entered into a doc
- Trigger Salesforce actions based on actionable data in documents
- Save documents to Salesforce attachments or external storage services
Start learning today
Sign now for free
Questions & answers
Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
Need help?
Contact Support
Yes, you can get a free subscription. You'll be able to use airSlate for a full 30 days before deciding whether or not to purchase it. Any time after that, you can upgrade to a paying plan. To get a better idea of how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
Each course has a label stating its level next to it. In addition, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
Even though these are similar technologies, they are not the same. AI is mostly used to learn on its own, make predictions, and develop its own logic. RPA, on the other hand, can only work based on the logic that has already been set up. It can't work without humans.
It’s not required to register for airSlate. Setting up an airSlate Academy account is all you need to start. However, if you want to enhance your automation skills, we strongly recommend you create a free account on our platform.
Bots are bits of software that have been programmed to perform certain activities based on predefined rules and conditional logic. With airSlate Bots, you can move data between documents and apps, set up reminders and automated notifications, create and update records in your CRM based on the information collected, and more.
Yes, you can take as many classes as you wish. However, we advise you not to enroll in too many courses at once because some of them require your undivided attention. The sooner you sign up, the more time you have to study.
Our courses are only available in English. All of the airSlate resources, including the user interface and documentation, are available only in English. Please let us know if a localized product is something you'd want to see in the future.
By using airSlate’s RPA technologies, you can easily streamline your document-based processes with minimal human input. Generate documents from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data within your company’s CRMs and apps.
Increasing efficiency and adaptability will be a top priority for businesses in the future, according to Gartner's predictions. Learning automation should be part of your growth plan if you want to remain competitive and not fall behind.
You will find the complete list of our courses in this catalog. The courses are divided into many categories and levels of difficulty. If you can't find a particular topic you are interested in, please contact us.